Stakeholder testing

OCTIS Test Flow Guides

Click-by-click walkthroughs of the 6 key customer flows. Pick a flow, follow the steps in your browser, and tick the sign-off checklist at the bottom of each guide.

Flow 1

User registers a new company (incorporation)

USER

Walk through the complete journey for a new founder registering a Sdn Bhd from scratch — name search through to "submitted for review".

~10 minOpen guide

Flow 2

User transfers existing company secretary to OCTIS

USER

Walk through the transfer-comsec onboarding — capture existing company details, outgoing secretary, directors & shareholders, then submit for review.

~10 minOpen guide

Flow 3

Admin processes a new incorporation

ADMIN

Walk through the admin journey from a freshly-submitted incorporation through to INCORPORATED — the company appears in admin queue, status transitions, final reg number issued.

~5 minOpen guide

Flow 4

Admin processes a transfer-comsec application

ADMIN

Walk through accepting a transfer — preserves the existing reg number rather than generating a new one.

~5 minOpen guide

Flow 5a

Existing customer registers a 2nd company (new incorp)

USER

Confirm a multi-company customer can start a fresh incorporation without conflicts with their existing company.

~8 minOpen guide

Flow 5b

Existing customer adds a 2nd company via transfer

USER

Confirm transfer-comsec works alongside an existing incorporated company.

~8 minOpen guide

Sign-off checklist

After walking all 6 flows, the stakeholder should be able to confirm each one passes its own checklist (shown at the bottom of every guide page).

  • Flow 1User registers a new company (incorporation)
  • Flow 2User transfers existing company secretary to OCTIS
  • Flow 3Admin processes a new incorporation
  • Flow 4Admin processes a transfer-comsec application
  • Flow 5aExisting customer registers a 2nd company (new incorp)
  • Flow 5bExisting customer adds a 2nd company via transfer